FWCM

Ferguson Wellman Capital Management Portfolio holdings

AUM $6.16B
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$29.2M
3
+$22.6M
4
QCOM icon
Qualcomm
QCOM
+$18.1M
5
AMZN icon
Amazon
AMZN
+$17.7M

Top Sells

1
+$31.5M
2
+$30.5M
3
+$19.2M
4
AAPL icon
Apple
AAPL
+$11.7M
5
ZTS icon
Zoetis
ZTS
+$9.85M

Sector Composition

1 Technology 19.72%
2 Healthcare 13.19%
3 Financials 11.72%
4 Consumer Discretionary 10.3%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$660K 0.02%
2,216
-10
227
$631K 0.02%
4,776
+276
228
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3,704
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231
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232
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233
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234
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235
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4,061
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236
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237
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19,314
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239
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21,840
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240
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241
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244
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245
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2,223
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$511K 0.01%
38,016
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248
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4,820
249
$496K 0.01%
25,644
-8,590
250
$494K 0.01%
4,638
-260
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10
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